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ICON Advisers, Inc., the ICON Funds, and ICON Distributors, Inc.
Notice of Privacy Policies
Effective February 13, 2008
In the course of doing business with ICON Advisers, Inc., the ICON Funds and ICON Distributors, Inc. (collectively “ICON Companies”) you provide personal and financial information. The ICON Companies respect your privacy. We collect non-public personal information about you on your applications or other forms and through your transactions with us. You may provide this information in writing, electronically, or by phone. The information may contain your name, address, phone number, social security number, account information, and investment activity, and other information that you provide to us directly or through our service providers. This information permits us to service your accounts and to provide information to you upon request.
We may share some or all of this information with our affiliates, as well as third parties that assist us in maintaining your accounts, processing transactions on your accounts, or mailing information to you as may be permitted by law. Further, we may permit third party vendors to download this information as needed, in order to assist us or your Registered Representative/Financial Adviser in maintaining your account. Otherwise, our policies prohibit employees of the ICON Companies from sharing your personal and financial information except as permitted or required by law. Under no circumstances do we sell information about you to anyone.
We restrict access to your non-public personal information to those employees who have a need to know that information to service your accounts. We also maintain physical, electronic and procedural safeguards to protect your privacy. Contracts with our service providers require them to restrict access to your non-public personal information, and to maintain physical, electronic and procedural safeguards against unintended disclosure.
If you would like more information about our Privacy Policies, please call 1-800-764-0442. This notice applies to all ICON Companies.
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 More of what ICON can offer you |
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| One System, Numerous Investment Opportunities |
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| Assets for all ICON’s investment options are managed by ICON’s system, which is implemented by a professional, experienced investment team. |
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| ICON is a Corporate FPA Member |
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| ICON supports the Financial Planning Association as a Resource Partner. We may be coming to a chapter meeting near you. |
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| Internal Sales Support |
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| The associates in ICON’s internal sales division are focused on providing sales and service support to financial advisers like you. Contact them today to learn more about the ICON investment system, review ICON’s products, or to order sales literature. |
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| ICON in the News |
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| The financial news media has taken notice of ICON. Read more in articles from investment publications. |
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| Sales Assistance When You Need It |
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| When you need a client presentation or help with a seminar, ICON has the tools you need. |
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